Create and Work with Account Manager Targets

Create targets for a fiscal year with currency or non-currency measure types. Assign specific percentages of the targets to your immediate team members. Distribute targets by product and account, and by time period. Update the target value anytime and propagate these updates to that target’s assignment values, if necessary. Manage an invalid assignment by reassigning it to another team member, changing the owner, moving it to the parent target, or deleting it.

• Create an Account Manager Target
  Create an account manager target to help your organization achieve business demands. Account manager targets can be used to manage the sales targets for your organization. You can create targets for yourself or assign targets to your team members.
• Assign an Account Manager Target
  You can assign an account manager target to your immediate team members. Your team members are derived based on the organizational hierarchy selected for account manager targets by your Salesforce admin.
• Distribute Account Manager Targets
  You can distribute target assignments by accounts and products. You can also distribute an overall target by time period, or a target assignment for a product or an account by time period.
• Propagate Account Manager Target Changes to Assignments
  When you change the value of an account manager target, the assignment values aren’t automatically updated to reflect these changes. You must propagate the target values manually.
• View the Desired Account Manager Targets
  Track account manager targets that you assign and the targets assigned to you by using predefined list views. View the targets distributed for an account in the account’s record page.
• Manage Invalid Account Manager Target Assignments
  Targets can become invalid for various reasons including a team member leaving the organization, changes in the manager hierarchy, and a new team member with existing targets. Changes in the configuration of the team member hierarchy can also invalidate target assignments. Manage an invalid assignment by reassigning it to another member, moving it to the parent target, changing the assignment’s owner, or deleting it.
• Change an Account Manager Target’s Owner
  You can change the owner of an account manager target.
• Clone an Account Manager Target
  You can clone account manager targets. When you clone an account manager target, the target assignments aren’t cloned for the new account manager target. You must assign and distribute the targets.
• Delete an Account Manager Target
  You can delete account manager targets. When you delete an account manager target, all the associated child targets, that is, all the targets that are created as part of that target’s assignments or subsequent assignments, are deleted.